Sarasin & Partners

We invest for the long term, not just the next quarter. Follow for insights and updates on thematic investing, responsible stewardship and events at Sarasin.

[Sarasin & Partners @sarasinpartners]

The real surprise of 2023 was the sheer resilience of the global economy. Can it pull off the same trick in 2024? And how might a soft landing play out in markets?

Watch Guy Monson's latest Six Minute Strategy update: https://t.co/04wWIq0Cfv

[Sarasin & Partners @sarasinpartners]

We are pleased to retain our 'B Strong' financial strength rating from independent consultancy AKG Financial.

Read our financial strength report: https://t.co/ul0U9ULUfe

[Sarasin & Partners @sarasinpartners]

Surprise falls in #inflation have triggered market rallies, but European #equities are serial laggards. Could this change?

Guy Monson considers what it would take to see a renaissance in European growth in his latest strategy update.

https://t.co/AFGPMzwk06

[Sarasin & Partners @sarasinpartners]

Jeneiv Shah, CFA, Food & Agriculture Portfolio Manager, emphasizes the need for innovation in agriculture due to the increasing global population, rising incomes, and the growing demand for food in this month's 'future of farming' issue of @MoneyWeek

https://t.co/VhmcuoFRsx

[Sarasin & Partners @sarasinpartners]

Join us on 5 December at 4pm GMT as we discuss the outcomes of the Global AI Safety Summit and its key takeaways for investors' engagement activities.

Find out more and register 🤖
https://t.co/mH7KwunhfC

[Sarasin & Partners @sarasinpartners]

In the face of unprecedented climate change, Head of Stewardship, Natasha Landell-Mills stresses the importance of forward-looking accounting assumptions. @ESGClarity

https://t.co/yooR8dONjK

[Charity Leadership Scotland @CharityLeadScot]

Our friends at @sarasinpartners are running the following event:

🎫 Ethical Policy Setting and Implications for Investment Returns
📆 24 November
📍 Stirling

➡️ Find out more and register to attend: https://t.co/b0kQurF1Dc

[Sarasin & Partners @sarasinpartners]

We welcome six new partners to the business, who have each contributed invaluable experience and demonstrated outstanding ability in growing our business. The appointments reaffirm our commitment to excellence in investment and client service.

Read more: https://t.co/T7vbGnqwbi

[Sarasin & Partners @sarasinpartners]

In @InvestmentWeek's "higher for longer" series, Tom Kynge emphasizes the significance of multi-asset tactical allocation and highlights that timing and risk management are now "more important now than they have been in the last decade".

Read more: https://t.co/29ALTSrzDv

[Sarasin & Partners @sarasinpartners]

With the FCA considering new measures to tackle greenwashing, our charity team will be in Stirling on November 24, diving into what the implications may be for charity investors.

Save the date and register: https://t.co/rCzfmlc7Gd

[Sarasin & Partners @sarasinpartners]

In a world of "higher for longer" interest rates, investment strategies must adapt. Phil Collins, CIO of Multi-Asset discusses the challenges investment managers are now facing given the changing investment landscape. @FTAdviser
https://t.co/eWELxDPmGn

[Sarasin & Partners @sarasinpartners]

We have been back on the road, gathering insights from a diverse mix of companies in the US and Asia. Hear first-hand from our investment team as they share the highlights from their recent visits.

#ThematicInvesting #Research #InvestmentInsights

https://t.co/CHwXjNJvy6

[Sarasin & Partners @sarasinpartners]

Great morning at the @Citywire MPS Forum today.

Here is Model Portfolio Manager Benjamin Gilbert, talking about how a thematic investment approach can help future-proof your clients' investments in an ever-changing world. 🍃 🌍

#Citywire #Investments #ThematicInvesting #MPS

[Sarasin & Partners @sarasinpartners]

In a joint letter to the @FT, we have expressed our disappointment with the government's decision to abandon crucial corporate governance reforms. Read more 👇 https://t.co/7mtVVPn33L

#Audit #Accounting #Stewardship

[Sarasin & Partners @sarasinpartners]

As the Magnificent Seven ride on, we remain cautious towards equities - but opportunities for stockpickers are improving.

Jerry Thomas, discusses in his latest global equity outlook...https://t.co/AY4RFenEDA

[Sarasin & Partners @sarasinpartners]

#AI has already proved its worth in some areas of healthcare, such as radiology. It could do much more to speed up drug research and diagnostics. Investors should take note.

Hear from our Global Equity Analyst, Alex Hunter, as he discusses further. https://t.co/LW1fNz78KV

[Sarasin & Partners @sarasinpartners]

Can the future of #AI be responsible, beneficial and ethical? It is up to investors to demand best practice from AI companies and push for regulation that is fit for the job. 🤖👩‍💻

Read more: https://t.co/IkJExTrOko

#EthicalAI #ResponsibleInvesting

[Sarasin & Partners @sarasinpartners]

Governments are issuing high levels of bonds, just as central banks are keen to offload their own loss-making holdings. Will the bond vigilantes ride back into town?

Our Chief Economist, Subitha Subramaniam, discusses...

https://t.co/V4sTWtAnOd

#BondYields #CentralBanks

[Sarasin & Partners @sarasinpartners]

#Interest rates could stay higher for longer, and inflation is both sticky and volatile. Bond markets are therefore demanding more compensation: is the time ripe to increase allocations to #bonds?

https://t.co/OHtF1NHruf

[Sarasin & Partners @sarasinpartners]

At SRI Services Good Money Week, discussing new #SDR labels, and our role as investment managers in guiding clients through regulation changes. Thanks to Julia Dreblow and team for organising this event! #GMW23 #ResponsibleInvesting #ESG #FinancialServices